# Keith Southwick

> Keith Southwick is a fee-only financial advisor at StraitGate Financial in Northville, Michigan, who holds the CFP, ChFC and CLU credentials. Keith charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/keith-southwick/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** StraitGate Financial
- **Based in:** Northville, Michigan
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $18.1M across 131 accounts
- **Credentials:** CFP, ChFC, CLU
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 2522404 (https://adviserinfo.sec.gov/individual/summary/2522404)
- **SEC registration:** Investment adviser representative in IL, MI
- **Exams passed:** Series 63 (1994)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://sgfllc.com

## Frequently asked questions

### Is Keith Southwick a fee-only financial advisor?

Yes. Keith Southwick is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Keith's firm.

### How does Keith charge for financial advice?

Keith charges an ongoing planning fee.

### Where is Keith Southwick based?

Keith Southwick is based in Northville, Michigan.

### What does Keith specialize in?

Keith's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Keith Southwick hold?

Keith Southwick holds the CFP, ChFC and CLU credentials.

### Is Keith Southwick registered with the SEC?

Yes. Keith Southwick is registered as an investment adviser representative in IL and MI (CRD 2522404), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does StraitGate Financial manage?

StraitGate Financial reports $18.1M across 131 accounts in assets under management.

### How do I contact Keith Southwick?

Through Keith's website, sgfllc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3941): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sgfllc.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.